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Planning 101

Planning for an asset can mean many different things. It might simply mean transferring ownership from one legal entity to another for tax reasons. It may be more complicated, and include trying to figure out how to divvy up a property that has been in the family for a long time in such a way that feels fair and meets everyone's needs. Or, it might include comprehensive estate and conservation planning, and needing education about the different ways to conserve a property, to understanding the income and tax implications associated with doing so.

While each example inherently has its own set of complex issues, land planning and valuation analysis is at the core of the decision-making process. As necessary, Earth Asset would assemble a team of advisors, including financial, legal, and tax experts. If appropriate, we may rely on forestry professionals, or call upon a land trust representative if conservation is an option. Our goal is to ensure that the most complete set of information is provided to our client at the end of the assignment so that their decision-making process is as informed as possible.

While there are an endless number of examples of the types of planning issues we are asked to advise about, we have tried to summarize the more typical areas below. If you do not see a category that fits your planning goals and needs, please call us to discuss them.